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<h1>Creating a conditional format using more complex conditions </h1>
<p>A simple threshold consists of one expression; for example, one threshold 
 can calculate a revenue that is greater than $10,000. </p>
<p>You can create multiple simple thresholds so that a variety of thresholds 
 are formatted in the document. In other words, you can create thresholds 
 for more than one metric.</p>
<h2><span style="margin-left: 0px;">T</span>o create a conditional format 
 using more complex conditions</h2>
<ol type="1" class="whs1">
	
<li class=p><p>Open the document in <span style="font-weight: bold;"><B>Design 
 </B></span>or <span style="font-weight: bold;"><B>Editable Mode</B></span>.</p></li>
	
<li class=p><p>Right-click a metric in the document layout area, select 
 <span style="font-weight: bold;"><B>Conditional Formatting</B></span>, and select 
 <span style="font-weight: bold;"><B>Advanced</B></span>. The Advanced Threshold 
 Editor opens.</p></li>
</ol>
<h3 class="whs2">Specify the threshold's qualifications</h3>
<ol start="3" type="1" class="whs1">
	
<li class=p><p>From the drop-down list, select the metric for which 
 to create a threshold.</p></li>
	
<li class=p><p>Select the <span style="font-weight: bold;"><B>Add Threshold</B></span> 
 icon <img src="images/thresholds.gif" x-maintain-ratio="TRUE" width="14px" height="18px" border="0" class="img_whs3"> to begin creating a new threshold. </p></li>
	
<li class=p><p>Select the attribute or metric on which to base the 
 threshold by selecting one from the <span style="font-weight: bold;"><B>Filter 
 on</B></span> drop-down list.</p></li>
	
<li class=p><p>If you are creating a condition based on a metric, do 
 the following: </p></li>
	<ol type="a" class="whs4">
		
<li class=p><p>Select a comparison operator such as Greater Than 
 or Less Than. </p></li>
		
<li class=p><p>Enter a value in the blank text field on the right 
 or click<span style="font-weight: bold;"><B> Select Metric</B></span> to choose 
 another metric to compare the original metric to. </p></li>
		
<li class=p><p>Click the <span style="font-weight: bold;"><B>Apply</B></span> 
 icon <img src="images/apply.gif" x-maintain-ratio="TRUE" width="17px" height="17px" border="0" class="img_whs5"> to create 
 the new threshold.</p></li>
		
<li class=p><p>Proceed to step 8.</p></li>
	</ol>
	
<li class=p><p>If you are creating a condition based on an attribute, 
 do one of the following:</p></li>
</ol>
<ol><ul type="disc" class="whs6">
		
<li class=p><p>Choose the <span style="font-weight: bold;"><B>Qualify</B></span> 
 option to qualify on the attribute by manually typing attribute element 
 values. Then, do the following using the drop-down lists, from left to 
 right:</p></li>
		<ol type="a" class="whs4">
			
<li class=p><p>Select whether to qualify on the attribute element's 
 <span style="font-weight: bold;"><B>ID</B></span>, one of its description forms, 
 or the <span style="font-weight: bold;"><B>DATE</B></span>, if the attribute 
 is time-based.</p></li>
			
<li class=p><p>Select a comparison operator such as Greater 
 Than or Less Than. The operators available for a selection depend on the 
 attribute form you have chosen for the attribute.
			
<li class=p><p>Enter an attribute element value in the blank 
 text field on the right. For example, if you are qualifying on the Call 
 Center attribute, type ’Salt Lake City’ to return data only for Salt Lake 
 City. Or, you can select <span style="font-weight: bold;"><B>Attributes</B></span> 
 to choose attribute elements and forms from a list.</p></li>
		</ol>
		
<li class=p><p>Choose the <span style="font-weight: bold;"><B>Select</B></span> 
 option to create a qualification by selecting attribute elements from 
 a list. Then, do the following:</p></li>
		<ol type="a" class="whs4">
			
<li class=p><p>Select whether or not the attribute elements 
 to be displayed on the report appear in the list. From the drop-down list, 
 select <span style="font-weight: bold;"><B>In List</B></span> or <span style="font-weight: bold;"><B>Not 
 In List</B></span>. If you select Not in List, attribute elements in the Selected 
 List are not displayed in the report.</p></li>
			
<li class=p><p>Move attribute elements from the <span style="font-weight: bold;"><B>Available</B></span> 
 list to the <span style="font-weight: bold;"><B>Selected</B></span> list. This 
 determines which attribute elements are included or excluded from the 
 report.</p></li>
			
<li class=p><p>Use the <span style="font-weight: bold;"><B>Search 
 for </B></span>field to search for a particular element. Select the <span 
 style="font-weight: bold;"><B>Match case</B></span> check box to return only 
 items that match the upper and lower-case string you typed in the Search 
 for field. For more information and examples on using wildcards in searches, 
 see 
<a href="Search_syntax.htm">Using correct and efficient search syntax</a>.</p></li>
		</ol>
	</ul>
</ol>
<p class="whs7">Click the <span style="font-weight: bold;"><B>Apply</B></span> 
 icon <img src="images/apply.gif" x-maintain-ratio="TRUE" width="17px" height="17px" border="0" class="img_whs5"> to create 
 the new threshold.</p>
<ol start="8" type="1" class="whs1">
	
<li class=p><p>It is often convenient to make a copy of a threshold 
 if you plan to create similar thresholds in the report. To copy a threshold, 
 select the threshold in the Advanced Threshold Editor and select the <span 
 style="font-weight: bold;"><B>Copy</B></span> icon on the toolbar. To paste a 
 copied threshold, select the threshold and select the <span style="font-weight: bold;"><B>Paste</B></span> 
 icon on the toolbar.</p></li>
	
<li class=p><p>To delete a threshold, select the threshold and select 
 the <span style="font-weight: bold;"><B>Delete Threshold</B></span> icon on the 
 toolbar.</p></li>
	
<li class=p><p>To add an additional condition to a threshold, select 
 the threshold and select the <span style="font-weight: bold;"><B>Add Condition</B></span> 
 icon <img src="images/reportfilter.gif" x-maintain-ratio="TRUE" width="18px" height="16px" border="0" class="img_whs8">.</p></li>
	
<li class=p><p>To clear the conditions from a threshold, select the 
 threshold and select the <span style="font-weight: bold;"><B>Clear Conditions</B></span> 
 icon <img src="images/thresholdclear.gif" x-maintain-ratio="TRUE" width="17px" height="15px" border="0" class="img_whs9">.</p></li>
	
<li class=p><p>To specify how data that meets the threshold is formatted, 
 click the <span style="font-weight: bold;"><B>Cell Formatting </B></span>icon 
 on the toolbar. The Format dialog box opens.</p></li>
	<ol>
<li style="list-style: lower-alpha;" type=a class=p><p>Specify 
 a name for the threshold in the <span style="font-weight: bold;"><B>Name</B></span> 
 field, if desired. </p></li>
		
<li style="list-style: lower-alpha;" type=a class=p><p>To replace 
 the threshold values with text, an image, or a quick symbol, select the 
 <span style="font-weight: bold;"><B>Replace Data</B></span> check box and select 
 one of the following from the drop-down list. </p></li>
	</ol>
</ol>
<ol start="14" type="1" class="whs1">
	<ol type="disc" class="whs10">
		<ul type="disc" class="whs6">
			
<li class=p><p><span style="font-weight: bold;"><B>Replace Text</B></span>: 
 This allows you to replace data with any text you specify. For example, 
 a report shows the financial values of various sales opportunities. For 
 those sales opportunities that have been lost, you might display the word 
 LOST in red, rather than displaying the financial value. A common use 
 of this option is to display the word EMPTY when a data value is null. 
 </p></li>
		</ul>
	</ol>
</ol>
<p class="whs11">If you select this option, type the text 
 with which to replace the values in the corresponding text field. </p>
<ul type="disc" class="whs6">
	<ol type="disc" class="whs10">
		<ul type="disc" class="whs6">
			
<li class=p><p><span style="font-weight: bold;"><B>Quick Symbol</B></span>: 
 This allows you to replace the normally displayed data with a common symbol; 
 for example, in a report showing the financial contribution of various 
 sales groups to overall sales office activity, for the monthly trend column 
 you could show either a green plus + or a red minus – symbol to represent 
 positive or negative contribution trends. </p></li>
		</ul>
	</ol>
</ul>
<p class="whs11">If you select this option, select the symbol 
 with which to replace the values from the corresponding drop-down menu. 
 </p>
<ul type="disc" class="whs6">
	<ol start="3" type="1" class="whs1">
		<ul type="disc" class="whs6">
			
<li class=p><p><span style="font-weight: bold;"><B>Image</B></span>: 
 This allows you to replace the normally displayed data with an image, 
 such as an arrow or green dot. Specify the path to the image by using 
 the Web Services folder location of the image.</p></li>
		</ul>
		
<li style="list-style: lower-alpha;" type=a class=p><p>To format 
 the threshold values by adjusting the font, color, alignment, and other 
 options, make the appropriate selections within the Font, Number, Alignment, 
 and Color and Lines tabs.</p></li>
		
<li style="list-style: lower-alpha;" type=a class=p><p>Once you 
 are finished formatting the threshold values, select <span style="font-weight: bold;"><B>Apply</B></span> 
 to apply the changes to the threshold. Or, select <span style="font-weight: bold;"><B>OK</B></span> 
 to apply the changes and close the dialog box.</p></li>
	</ol>
</ul>
<ol start="13" type="1" class="whs1">
	
<li style=" color: #000000; " class=p><p class="whs12">To 
 determine if a background color is applied to graphs in which thresholds 
 are met, select the <span style="font-weight: bold;"><B>Apply background 
 color to graph threshold</B></span> icon <img src="images/graph2.gif" x-maintain-ratio="TRUE" width="16px" height="15px" border="0" class="img_whs13">.</p></li>
	
<li style=" color: #000000; " class=p><p class="whs12">To 
 create an alert based on the threshold so that an email is delivered to 
 you or other users when the threshold is met, select the <span style="font-weight: bold;"><B><img src="images/alert.gif" x-maintain-ratio="TRUE" width="19px" height="19px" border="0" class="img_whs14"></B></span> 
 icon. For details on using the Alerts Editor, see 
<a href="Alerts_thresholds.htm">Creating 
 alerts for specific threshold conditions</a>.</p></li>
	
<li style=" color: #000000; " class=p><p class="whs12">Determine 
 what parts of the report are formatted when a threshold is met. Select 
 one of the following options on the toolbar:</p></li>
</ol>
<ul><ul>
<li style="list-style: disc;  color: #000000; " type=disc class=p><p class="whs12">Format metrics only</p></li>
		
<li style="list-style: disc;  color: #000000; " type=disc class=p><p class="whs12">Format subtotals only</p></li>
		
<li style="list-style: disc;  color: #000000; " type=disc class=p><p class="whs12">Format metrics and subtotals</p></li>
	</ul>
</ul>
<ol start="16" type="1" class="whs1">
	
<li style=" color: #000000; " class=p><p class="whs12">To 
 add another threshold condition, select the area below the first threshold 
 and repeat steps 3-15 above.</p></li>
	
<li style=" color: #000000; " class=p><p class="whs12">Click 
 <span style="font-weight: bold;"><B>OK</B></span> to apply the new threshold(s) 
 to the document.</p></li>
</ol>
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